Screener
OSCV vs DFSV
Opus Small Cap Value Plus ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.49% less per year.
- DFSV is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| OSCV | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.30% |
| Fund size (AUM) | $682M | $7.5B |
| Since | 2018 | 2022 |
| Dividend yield | 1.08% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +37.6% |
| CAGR 3Y | +11.7% | +18.3% |
| CAGR 5Y | +6.0% | N/A |
| Sharpe 3Y | 0.55 | 0.74 |
| Volatility 1Y | 13.49% | 17.85% |
| Max drawdown | -42.40% | -28.02% |
Similar to OSCV and DFSV
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